Original filing (PDF)20230504124035NAL0012220339001

SAFRIS, LTD

Name: SAFRIS, LTD — SAFRIS LTD MONEY PURCHASE PENSION PLAN, Form 5500 (2022)
Creator: SAFRIS, LTD

Form 5500-SF

FILING_RECEIVED

SAFRIS LTD MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFRIS, LTD.

Plan sponsor

Name

SAFRIS, LTD

EIN

04-3144051

Address

333 WASHINGTON STREET · SUITE 612 · BOSTON, MA · 021085111

Phone

(617) 367-0132

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-04

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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